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Mark Cartwright

Strategic Advisers LLC

Louisville, KY

Louisville, KY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
KY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-06
  • KY RA
    APPROVED
    Since 2025-03-31

Branch Locations

500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States

Louisville, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Breakers Palm Beach Palm Beach FL 09/2014 04/2019
Unemployed Scottsdale AZ 05/2019 08/2019
Fidelity Brokerage Services Chandler AZ 08/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 04/2019
    The Breakers Palm Beach
    Palm Beach, FL
  • 05/2019 → 08/2019
    Unemployed
    Scottsdale, AZ
  • 08/2019 → Present
    Fidelity Brokerage Services
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chandler, AZ
Other Businesses

OBA-129729|OrgNmn:Rental Property |Org Addr:Louisville,Kentucky,US|OBA Nature:Rental property - LLC not crea|Invst Rel:Y|Title:owner|Duties:home owner, pay the mortgage, shcedule trades to come out when issues come up. |StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-11
  • S66 Uniform Combined State Law Examination
    2020-02-11
Other Names
  • Alex Cartwright
  • Mark Alexander Cartwright
  • Mark Cartwright

View on SEC IAPD

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WAYCROSS PARTNERS, LLC
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LPL FINANCIAL LLC
LANIER ASSET MANAGEMENT, LLC

Other Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER
DEONNA STARGEL COLVIN
James Earl Groves
WHITNEY B WOODFORD
Bruce Mckiernan White
WILLIAM JOHNATHAN HENDERSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY
WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
PNC WEALTH MANAGEMENT LLC · Louisville, KY
KESTRA ADVISORY SERVICES, LLC · Louisville, KY
LPL FINANCIAL LLC · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY

More in Louisville, KY

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